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《中国稀土市场一周报告》2021年第23期

2021/6/22 15:25:48     点击:

一、挂牌价

1、南方稀土集团挂牌价

表一 中国南方稀土2021年中重稀土氧化物挂牌价

数据来源:南方稀土

2、北方稀土集团挂牌价

表二 中国北方稀土高科技术股份有限公司2020-2021年每月挂牌价格

数据来源:北方稀土

二、稀土市场

1、中国稀土市场评述

本周稀土市场镨钕氧化物厂家现货较少报价坚挺,低价出货意愿不高,部分贸易商少量低价寻货,货源难寻,金属对应调整,成交承压,镨钕价格稳中偏弱运行;中重稀土镝、铽市场询盘活跃度有所减弱,成交较少,价格弱稳震荡,金属报价对应氧化物调整,磁材对锁采购,成交有待观望。

This week, the rare earth market NdPr and NdO manufacturers have fewer spot prices and firm prices, and they are not willing to ship at low prices. Some traders are looking for a small amount of goods at low prices. The supply is difficult to find. The metal is adjusted accordingly, and the transaction is under pressure. The price of NdPr is stable and biased. Weak operation; medium and heavy rare earth dysprosium and terbium market enquiry activity has weakened, with fewer transactions, weak and stable prices, metal quotations corresponding to oxide adjustments, magnetic materials for lock purchases, and transactions have to wait and see.

2、市场报

表三 2021年6月15日-6月18日主流稀土产品报价(万元/吨)

数据来源:我的有色

3、市场成交

表四 2021年6月15日-6月18日主流稀土产品成交情况

数据来源:我的有色

三、市场分析

轻稀土方面:

本周稀土市场镨钕氧化物报价趋稳,低价货源报出有限,现货成交较少,贸易商询低采购对锁出单,金属价格弱稳震荡,现货成交不多。上游分离企业报价坚挺,部分厂家现货不多观望为主,贸易商主动出货意愿不高,部分寻低采购,金属厂询盘活跃度不高,对锁刚需采购,市场整体成交较少,金属厂金属报价谨慎,磁材整体询盘活跃度适中,试探市场为主,成交有待观望。截至本周五氧化镨钕主要报46.8-47.0万元/吨,主要成交46.6-46.8万元/吨,46.8万元/吨及以上成交承压,金属厂46.5万元/吨以内寻低,货源不多。镨钕金属方面,金属大厂报价较少,部分暂无报价,市场月结大厂主要报价57.5-57.8万元/吨,主要成交区间57.3-57.5万元/吨,57.5万元/吨以上成交承压,现款现货报价56.8-57.0万元/吨,主要成交区间56.5-56.8万元/吨,56.8万元/吨含承兑个别成交,磁材刚需采购降库为主,压价意愿较强。综上:镨钕氧化物价格偏稳运行,金属成交不多,上游分离厂报价坚挺,贸易商寻低对锁,金属主动询盘活跃度不高,磁材刚需补库,成交有待观望,上下游维持博弈局面,预计镨钕价格短期稳中偏弱运行,区间小幅震荡。

This week, the quotation of praseodymium and neodymium oxide in the rare earth market has stabilized, low-priced sources of supply are limited, and spot transactions are small. Traders inquire about low purchases to lock orders, metal prices are weak and stable, and spot transactions are not many. The quotations of upstream separated companies are strong, some manufacturers do not have much spot to wait and see, traders are not willing to take the initiative to ship goods, some are looking for low purchases, metal factories are not active in inquiries, and they just need to purchase locks, and the overall market transaction is relatively small. The price of the metal of the factory is cautious, the overall enquiry activity of magnetic materials is moderate, and the market is mainly explored, and the transaction is to be waited and seen. As of this Friday, praseodymium oxide and neodymium oxide were mainly reported at RMB 468,000-470/ton, the main transaction was RMB 466,000/ton, and the transaction of RMB 468,000/ton and above was under pressure. Metal factories were looking for low prices within RMB 465,000/ton. not much. Regarding praseodymium and neodymium metals, major metal manufacturers offer few offers, and some have no quotations. The monthly prices of major manufacturers in the market are mainly 575-578 million yuan/ton, and the main transaction range is 573-575 million yuan/ton, and transactions above 575,000 yuan/ton. Under pressure, the spot price of cash was 568,000-570,000 yuan/ton, the main transaction range was 565,000-568 million yuan/ton, and 568,000 yuan/ton including acceptance for individual transactions. Magnet materials just needed to be purchased and lowered, and the willingness to lower prices was strong. In summary: the price of praseodymium and neodymium oxide is running steadily, the metal transactions are not many, the quotations of upstream separation plants are firm, the traders are looking for low prices, the active inquiries of metals are not high, and the magnetic materials just need to be restocked. The downstream maintains the game situation, and the price of neodymium praseodymium is expected to run steadily and weakly in the short term, with a slight fluctuation in the range.

图一 2021年5月18日-6月18日氧化镨钕均价走势

数据来源:我的有色


图二 2021年5月18日-6月18日镨钕金属均价走势

数据来源:我的有色

中重稀土方面:

本周中重稀土主要产品价格弱稳震荡运行,分离厂家报价犹豫,出货意愿较低观望居多,部分贸易商少量现货报出,金属厂询盘活跃度不高,刚需对锁采购,中重稀土金属产品随氧化物调整,下游磁材询盘活跃度较低,金属产品成交有待观望。截至本周五,氧化镝成交区间230-232万元/吨,232万元/吨及以上成交承压,金属厂228万元/吨及以内寻货活跃,货源有限,金属厂逢低对锁采购;镝铁报价对应小幅下调,227-230万元/吨个别成交,230万元/吨及以上成交承压;氧化铽贸易商个别600-610万元/吨左右变现,分离厂家报价仍坚挺630-640万元/吨,620万元/吨左右少量成交,大型集团仍谨慎观望市场,金属企业金属铽报价弱稳,报价区间790-800万元/吨,780-790万元/吨个别成交,800万元/吨及以上成交承压,磁材寻低采购;氧化钆市场报价偏稳,18.7-18.9万元/吨少量成交,周四、周五18.7万元/吨及以内现货较难寻,18.8万元/吨及以上成交承压,金属厂询盘活跃度有所提升,钆铁一次现款18.5-18.6万元/吨个别成交;氧化钬市场询盘活跃度较低,上游分离厂报价坚挺65.0-66.0万元/吨,现款成交区间64.5-65.0万元/吨,钬铁合金现货报价较少,金属厂炉台减少,在产企业刚需对锁氧化物,钬铁成交以前期订单交付为主。

The prices of the main products of heavy rare earths in the middle of this week were weak and stable. Separate manufacturers were hesitant to offer prices, and the willingness to ship was mostly wait-and-see. Some traders reported a small amount of spot goods. Metal factories were not active in inquiries and just needed to purchase locks. Products are adjusted with oxides, and the activity of downstream magnetic material inquiries is low, and the transaction of metal products remains to be seen. As of this Friday, the transaction range of dysprosium oxide was 2.3-2.32 million yuan/ton, and transactions of 2.32 million yuan/ton and above were under pressure. Metal factories were actively searching for goods within 2.28 million yuan/ton and the supply was limited. Procurement; the quotation of dysprosium iron was slightly lowered accordingly, with individual transactions of 2.27-2.3 million yuan/ton, and transactions of 2.3 million yuan/ton and above under pressure; individual terbium oxide traders realized about 6-6.1 million yuan/ton, and the separate manufacturers’ quotations were still strong A small amount of transactions were made at 6.3-6.4 million yuan/ton and 6.2 million yuan/ton. Large groups are still cautiously watching the market. Metal companies' metal terbium quotations are weak and stable. The quotations range from 7.9-8.0 million yuan/ton and 7.8-7.9 million yuan/ton individually. Transaction, 8 million yuan / ton and above transactions are under pressure, and magnetic materials are looking for lower purchases; the market quotation of gadolinium oxide is relatively stable, with a small transaction of 187 to 189 thousand yuan / ton. On Thursday and Friday, the spot price of 187,000 yuan / ton and less than Hard to find, transactions of 188,000 yuan/ton and above are under pressure, and the activity of metal factories' inquiries has increased. Gadolinium iron one-time cash of 185 to 186 million yuan/ton is sold individually; the holmium oxide market has low inquiries and the upstream is separated. The price of the factory is strong at 65-660 million yuan/ton, and the cash transaction range is between 645,000-65 million yuan/ton. The spot quotation of holmium ferroalloy is less, and the number of furnaces in the metal factory is reduced. The production enterprises just need to lock the oxide, and the holmium iron transaction is delivered in the previous order. Mainly.

图三 2021年5月18日-6月18日氧化镝均价走势

数据来源:我的有色

图四 2021年5月18日-6月18日镝铁合金均价走势

数据来源:我的有色

图五 2021年5月18日-6月18日氧化铽均价走势

数据来源:我的有色

图六 2021年5月18日-6月18日金属铽均价走势

数据来源:我的有色

市场总结:

轻稀土镨钕氧化物厂家现货较少,市场低价货源收紧,氧化物成交价格趋稳,金属厂金属报价对应,磁材询盘偏淡刚需降库,成交承压,上下游博弈局面尚存,预计镨钕短期区间僵持,氧化物部分支撑但金属价格偏弱;中重稀土上游厂家报价犹豫,出货意愿不强观望居多,金属厂询盘活跃度不高,刚需对锁,下游磁材询盘偏淡,成交有待观望,预计镝铽钆钬价格或将延续弱稳震荡。

Light rare earth praseodymium and neodymium oxide manufacturers have fewer stocks, market low-priced sources have tightened, oxide transaction prices have stabilized, metal quotations from metal plants corresponded, magnetic material inquiries are weak, and inventory needs to be lowered, transactions are under pressure, upstream and downstream gaming situation is still It is expected that the short-term range of Ndpraseodymium and neodymium will be deadlocked, and the oxide part will be supported but the metal price will be weak; the upstream manufacturers of medium and heavy rare earths are hesitant to offer, and the willingness to ship is mostly wait-and-see. The activity of metal factories is not high, and the lock is just needed. Material enquiries are weak and transactions are to be waited and seen. It is expected that the price of dysprosium, terbium, gadolinium and holmium may continue to fluctuate weakly and steadily.

来源:我的有色网(Mysteel


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